Overview
Where the CCM Billing report lives.
Open Billing in the sidebar and click the CCM tab. The whole report is one card with five parts, top to bottom: the header, the totals strip, Quick Filters, the legend, and the table.
The Month and Year dropdowns pick the billing month. A patient appears in a month when they have a care plan that month. The CSV button appears once the month has rows.
·BillingTotal Patients
137
Billable or billed this month
G0506
11
99490
84
99439
31
99487
9
99489
4
Quick Filters
| Name | ICD-10 | DOB | Consult Time | G0506 | 99490 | 99439 | 99487 | 99489 | |
|---|---|---|---|---|---|---|---|---|---|
Rosa Delgado Medicare A ? | I10E11.9 | Jun 27 1957 | 00:21:15 | ? | ? | ? | ? | ? | |
Harold Jensen Has beneficiary ? | N18.3Complex | Feb 2 1949 | 01:35:12 | ? | ? | ? | ? | ? | |
Marie Okafor | E11.9I10 | Sep 14 1952 | 01:02:10 | ? | ? | x2? | ? | ? | |
Walter Price | I50.9 | Mar 3 1946 | 00:12:05 | ? | ? | ? | ? | ? |
The question mark next to the title opens this guide. The table pages at 50 rows.
Totals
The totals strip.
The white strip directly under the header.
Total Patients is how many rows are showing. Each code's count is how many patients are Billable or Billed on it this month.
Previously-billed G0506 and non-billable pills do not count. So the G0506 number is just this month's new care plans.
Total Patients
137
Billable or billed this month
G0506
11
99490
84
99439
31
99487
9
99489
4
Scope
Total Patients follows your filters; the five code counts always describe the whole month.
Filters
Use statuses to filter the patient list.
The row under the totals strip. It only appears when your account uses statuses.
One pill per status: click to include, or use the ⋮ menu to exclude. Filters change the list only, never the code counts or the CSV.
Quick Filters
Add as filter
Exclude this status
Clear filter
The menu behind each pill's ⋮ button.
Columns
Every column, in plain words.
The table itself, reading left to right. Each sample below is what the cell looks like.
Name
Rosa DelgadoMedicare A ?Links to the patient's Care Plan page. Their statuses stack underneath as small tags; the question mark shows each status's description.
ICD-10
I10E11.9ComplexOne tag per diagnosis code. A blue Complex tag appears when the month's plan is complex, which switches the patient to the 99487/99489 track.
DOB
Jun 27 1957Date of birth.
Consult Time
00:21:15The plan's total documented CCM time, HH:MM:SS. Every threshold in the next chapter is computed from it.
The five CPT columns
???G0506, 99490, 99439, 99487, 99489: one pill per code with its computed status for the month. The next chapter decodes them.
The last column
A download button on every row: that patient's full audit PDF for the month.
Three more columns, hidden by default
Provider, Care Manager, and Consent Date (shown like Mar 3rd 2025) exist but stay hidden until an admin turns them on under CCM Billing Report's table. The setting picks which columns show; the order is fixed.
The pills
How each CPT pill decides its status.
The five CPT columns in the table, one pill per code, plus the legend above the table.
Consult Time and the Complex flag decide every pill. Non-complex plans bill 99490 / 99439; complex plans bill 99487 / 99489. Never both.
G0506 covers creating the care plan: billed once per patient, alongside the Annual Wellness Visit. Afterwards it shows the inert green previously-billed pill (tooltip: Billed at January 26).
Click yellow to bill; click green to revert. No confirmation step.
The legend, as the app draws it
Not in the legend: G0506's previously-billed pill, green but inert. The x2 marker appears on 99439 at 60 minutes or more.
Thresholds, from the code that computes them
| Code | Track | Becomes billable at |
|---|---|---|
| G0506 | Either | Care plan created; once per patient, billed with the Annual Wellness Visit |
| 99490 | Non-complex | 20 minutes of documented time |
| 99439 | Non-complex | 40 minutes; shows x2 at 60 |
| 99487 | Complex | 60 minutes of documented time |
| 99489 | Complex | 90 minutes of documented time |
What the question mark says, verbatim
- G0506: "Patient has a care plan." · "Billed this month" · "Billed at March 25"
- 99490: "Patient has >= 20 minutes of documented time." or the < 20 version, or "Care plan is complex."
- 99439: the same pattern at 40 minutes, plus "Patient has >= 60 minutes of documented time." when x2 applies
- 99487: the pattern at 60 minutes, or "Care plan is not complex."
- 99489: the pattern at 90 minutes, or "Care plan is not complex."
Audit PDF
Download the patient audit PDF.
The download button at the end of every patient row.
Also on the Care Plan page as the PDF button. The Shareable Care Plan button there is the patient version: no notes, sessions, or screenings.
Inside it.
Your logo · Lakeside Internal Medicine
Rosa Delgado
Chronic Care Management Care Plan • March 2026
Finalized: Signed By Dr. Amina Patel with Note March review on Date 03/30/2026
General Information
Patient Name, Birthday, Email, Phone, Medical Record Number, Care Manager, Provider, Complex, Consent Date.
CCM Consent
The attestation, quoted below.
Goals
Goal, Description, Last Updated, Status.
Chronic Conditions
Per condition: ICD-10, Prognosis, Symptom Management, action plan, Medication Management.
Notes · Monitoring Sessions · Screenings
The evidence. Exactly what the shareable version leaves out.
Medications
When the record has them.
The attestation, as it prints
"CCM has been initiated by the patient's healthcare provider. Medical necessity determined by I10 and E11.9. Provided by Lakeside Internal Medicine which places the patient at significant risk of death, acute exacerbation/decompensation, or functional decline. The patient has consented to CCM services on 11/04/2024, prior to this encounter, acknowledging that service may be terminated at will, only one provider may deliver services during a calendar month, and that cost-sharing applies."
Missing values print [NOT PROVIDED].
Billing CSV
The billing CSV, column by column.
The CSV button in the header, next to Month and Year.
The CSV button downloads one row per patient for the selected month: always all sixteen columns and always the whole month, no matter your filters or column settings. Opened in a spreadsheet:
·care-plan-billing CSV, opened in a spreadsheet| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | First Name | Last Name | DOB | Complex | ICD-10 | Provider | Care Manager | Consult Time | G0506 | 99490 | 99439 | 99487 | 99489 | Setup Date | Consent Date | Status |
| 2 | Rosa | Delgado | 06/27/1957 | false | I10 E11.9 | Dr. Amina Patel | J. Rivera RN | 00:21:15 | previously-billed | billable | non-billable | non-billable | non-billable | 11/04/2024 | 11/04/2024 | Medicare A |
| 3 | Harold | Jensen | 02/02/1949 | true | N18.3 | Dr. Amina Patel | J. Rivera RN | 01:35:12 | previously-billed | non-billable | non-billable | billed | billable | 01/12/2026 | 01/12/2026 | Has beneficiary |
| 4 | Marie | Okafor | 09/14/1952 | false | E11.9 I10 | Dr. Noah Ellis | T. Boyd RN | 01:02:10 | billable | billable | 2x billable | non-billable | non-billable | 03/09/2026 | 03/09/2026 | Medicare AHas beneficiary |
| 5 | Walter | Price | 03/03/1946 | false | I50.9 | Dr. Noah Ellis | T. Boyd RN | 00:12:05 | billed | non-billable | non-billable | non-billable | non-billable | 03/02/2026 | 03/02/2026 | |
| 6 | ||||||||||||||||
| 7 | Patient Count | G0506 | 99490 | 99439 | 99487 | 99489 | Total W/ At Least 1 Billable Code (exclude G0506) | |||||||||
| 8 | 137 | 11 | 84 | 31 | 9 | 4 | 93 |
Row 4: a patient with several statuses gets them stacked inside the one Status cell.
All sixteen columns, in file order
| # | Column | What it carries | Values look like |
|---|---|---|---|
| 1 | First Name | The patient's first name. | Text |
| 2 | Last Name | The file is sorted A to Z by this column. | Text |
| 3 | DOB | Date of birth. | 06/27/1957 |
| 4 | Complex | This month's Complex flag. Decides the CPT track. | true or false |
| 5 | ICD-10 | All diagnosis codes, space separated. | I10 E11.9 |
| 6 | Provider | The patient's provider. | Text |
| 7 | Care Manager | From that month's care plan. | Text |
| 8 | Consult Time | Total documented CCM time: the number the pills compute from. | 01:02:10 |
| 9 | G0506 | Status word for the care-plan creation code, billed with the Annual Wellness Visit. | billable, billed, previously-billed |
| 10 | 99490 | First 20 minutes, non-complex. | billable, billed, non-billable |
| 11 | 99439 | Each added 20 minutes, non-complex. Can carry the 2x statuses. | adds 2x billable, 2x billed |
| 12 | 99487 | First 60 minutes, complex. | billable, billed, non-billable |
| 13 | 99489 | Each added 30 minutes, complex. | billable, billed, non-billable |
| 14 | Setup Date | The patient's first-ever care plan date. | 11/04/2024 |
| 15 | Consent Date | The recorded consent date. Same value every month. | 11/04/2024 |
| 16 | Status | The patient's statuses, one per line in the single cell. | Medicare A |